Investing

Martin Lefebvre, COI & Strategist
Where we go from here remains to be seen. The risks out of Washington will most likely continue to dominate the headlines. President Trump is already clear on his intention to leverage a potential government...

In Budget 2017, the Minister of Finance, Mr. Bill Morneau, announced the Government of Canada’s intention to address, in the upcoming months, tax planning strategies involving the use of private corporations by way of a paper detailing the nature of...

Given our view about the Bank of Canada and the possibility of higher long-term interest rates, the chart below illustrates the performance of the S&P/TSX sectors in a rising rate environment. Financials, consumer discretionary and industrials...

If there is one consensus nowadays it is that, after years of very easy global monetary policy, inflation should be higher than it presently is. While that is doing little to quell the fight between hawks and doves, there is a whole list of reasons...

We wanted to highlight a comment from our in house Economist Stéfane Marion, who noted the disconnect between the TSX and the S&P indices has pushed out its widest point since 2004. Below are the comments, with more detail in our Monthly Equity...

While political events can provide markets the needed spark to take some of the froth out of overbought conditions, more than often, their lasting actions are quite low. Investors (yours truly included) have learned this the hard way, starting with...

This is a question we are faced with regularly when helping our clients. Many in Canada still have the connection to a Defined Benefit Pension Plan that is well funded and will provide great stability through retirement. However, at...

Martin Lefebvre, CIO and Strategist
While the earnings seasons have positively surprised, markets still haven’t found a way to generate any meaningful momentum and they remain in wait-and-see mode. We are still worried about high valuation levels...

Stefane Marion, Chief Economist and Strategist
"The CAD is the worst performing currency against the USD so far in 2017. It is quite unusual for our loonie to disconnect as much as it has from other currencies...”
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Martin Lefebvre, CIO and Strategist
You will find attached a publication on our long-term investment expectations.
In this review we present our long-term return expectations for major asset classes such as bonds, equities, and some...